Yash Talreja at Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant
- Address
- 4309 Hacienda Dr Ste 200, Pleasanton, CA 94588
- Phone
- (510) 458-3718
- Website
- Searching the web…
- County
- Alameda County
Hours
- Monday: 7 AM–4 PM
- Tuesday: 7 AM–4 PM
- Wednesday: 7 AM–4 PM
- Thursday: 7 AM–4 PM
- Friday: 7 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Yash Talreja at Morgan Stanley is a financial consulting practice in Pleasanton serving individuals and families across the Tri-Valley and the East Bay. We help clients think through their long-term financial goals and build plans that fit their circumstances.
Our work focuses on personalized guidance, so every recommendation starts with understanding where you are today and where you want to go. We bring the resources of Morgan Stanley together with one-on-one attention to each client's needs.
Whether you are planning for retirement, managing investments, or looking for a clearer picture of your finances, we are glad to talk it through with you.
Reach out to our office in Pleasanton to schedule a conversation about your financial goals.
Our work focuses on personalized guidance, so every recommendation starts with understanding where you are today and where you want to go. We bring the resources of Morgan Stanley together with one-on-one attention to each client's needs.
Whether you are planning for retirement, managing investments, or looking for a clearer picture of your finances, we are glad to talk it through with you.
Reach out to our office in Pleasanton to schedule a conversation about your financial goals.